See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,272 | $59,107-36.9% | $86,436-56.9% | $68,494-45.6% |
| Participation rate | 78.9% | 75.2%+3.7pp | 80.3%-1.4pp | 67.9%+11.1pp |
| Annual return | -10.51% | -0.23%-10.3pp | 4394.89%-4405.4pp | -7.84%-2.7pp |
| Employer contribution / active EE | $3,233 | $2,519+28.3% | $3,769-14.2% | $2,596+24.5% |
| Participant deferral / active EE | $6,151 | $5,901+4.2% | $6,952-11.5% | $4,027+52.7% |
| Admin fee / account holder | $1,095 | $5,637-80.6% | $6,731-83.7% | $5,403-79.7% |